Financial Solutions Advisor: Client-Focused Investments
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-09-07
Listing for:
Bank of America
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Bank of America in Richmond, VA is seeking a financial professional to deliver comprehensive client advice and tailored solutions to help achieve financial goals. Responsibilities include triaging leads, making referrals, meeting clients, building financial plans and recommending brokerage products.
Role requires licenses (Series 7 and 66 or 63/65) and SAFE Act mortgage registration, with a Monday–Friday schedule and potential Saturdays.
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